See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,733 | $65,365-63.7% | $92,893-74.5% | $72,985-67.5% |
| Participation rate | 65.4% | 68.3%-2.9pp | 76.0%-10.6pp | 69.5%-4.1pp |
| Annual return | 26.98% | 42.10%-15.1pp | 109.41%-82.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $1,315 | $2,594-49.3% | $3,653-64.0% | $2,440-46.1% |
| Participant deferral / active EE | $3,150 | $3,128+0.7% | $4,236-25.6% | $3,607-12.7% |
| Admin fee / account holder | $8 | $4,251-99.8% | $5,794-99.9% | $5,124-99.8% |